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The Biden Presidency and Senate Shift: Urgent Tax Planning Required


Cost $20.00
Presentation Length 2.0 hours

Recorded DateMarch 22, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

2020 was an unbelievable time we will long remember, and 2021 just began with a bang. The Democrats took control of Congress and tax policy. Although the health crisis may eventually abate in 2021, the rate of tax policy changes will likely increase. The "Blue Wave," along with the fiscal stimulus from Congress, both have tremendous implications for your clients, given the likelihood of significant tax changes directed at wealthy Americans. 

Whether you're a financial advisor, accountant, CPA, or attorney, clients will be looking to you for the best income and estate tax strategies.

This session will provide ideas, tips, and tools to minimize your clients' tax liabilities. Join host Robert Keebler as he covers the following and much more

  • A detailed review of President-Elect Biden's income and estate tax policy proposals– including a checklist of planning ideas

  • Bracket management considering historically low rates, the scheduled sunset, and the potential rate increases under a Biden Administration

  • Capital gain harvesting to capture a rate advantage with a potential of a 39.6% LTCG rate under the "Buffet Rule"

  • The mathematics of loss harvesting and advanced Roth conversions

  • The reduced value of itemized deductions and funding tax-preferenced retirement accounts

  • Using 529 Plans for elementary and high school tuition

  • The best charitable contribution strategies and opportunity zone investments

  • Section 199A deduction planning and likely changes

  • Using trusts to create additional income taxpayers

  • Urgent estate and gift planning

  • Reduction of the estate and gift exemption

  • The end of GRATs, IDGTs,  and dynasty trusts

  • Changes to the annual exclusion

Learning Objectives:

  • Identify the implications of the “Blue Wave” and the fiscal stimulus for your clients

  • Determine the ideas, tips, and tools to minimize your clients’ tax liabilities

  • Recall a detailed review of President-Elect Biden’s income and estate tax policy proposals

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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP, and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of the National Association of Estate Planners & Councils. CPA Magazine has also named him one of the top 100 most influential practitioners in the United States and one of the top 40 tax advisors to know during a recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. 

Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and estate, gift, and income tax examinations and appeals. He has received more than 200 favorable private letter rulings, including several key rulings of “first impression.” 

He is the author of over 100 articles and columns and is the editor, author, or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years, including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference, and the Heckerling Estate Planning Institute.

About Our Presenter

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At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.